What brings you joy?
You want to spend your retirement with loved ones. Your family is a great source of joy and satisfaction, and you want to be there for all the special moments throughout the year — birthdays, holidays, graduations — as well as the everyday moments, such as picking your grandchildren up from preschool. As you start your planning, make sure to include your loved ones in the process and work with your Athene financial professional to answer these important questions.
Doesn't sound like you?
Take our quiz to discover your more.
Your Retirement Priorities
- Quality time with loved ones
- Contributing financially
- Living close to your family
- Helping with child care
Work with your Athene financial professional and answer these important questions.
Do you want or need to move in order to be closer to your extended family?
How close do you want to be? Will this require a move? If you are near to family, maybe you would like to downsize. If you expect family to come to you, maybe you need to upsize.
Do you plan to help support family members financially or contribute to education costs?
What role do you plan to play and are you prepared to contribute as much as you would like? Consider financial products that can help, such as a 529 college savings plan, life insurance or an annuity. It's also important to have your will in order and your beneficiaries set up correctly. Your Athene financial professional and other professionals can be a great asset and help with this type of planning.
Would you like to help with child care?
Child care can be expensive, so having grandparents to help ease the burden for a busy parent can be invaluable both financially and emotionally. It's also a great way to bond with your grandchildren and be a part of their upbringing.
Have you had a frank discussion with your family about their expectations and the role you will play?
Being on the same page with your loved ones is crucial for everyone's long-term happiness. Make sure you have these conversations early and often to ensure that all parties are aware of your wishes and can help in the planning process.
Make your dream a reality.
With a clear picture of what you want in retirement, you're ready to build your plan.
Plan for Happiness
Looking for Leisure
Doing whatever you want, when you want to do it.
Pursuing a Passion
Focusing on an interest or hobby that brings you joy.
Giving Back with Service
Making a difference in the lives of others.
Starting a Second Act
Reinventing your career or starting a new business.
Focused on Family
Spending quality time with your loved ones.
Traveling and having unique new experiences.